UHNW Investment Counselor - Private Banking Leader
$200kExecutive
Executive in Houston, Texas is seeking an Investment Counselor Principal to manage and grow investment relationships with ultra-high net worth clients. The role requires strong investment advisory skills, advanced judgment, and a depth of experience in competitive markets. Candidates should have at least 15 years of experience and relevant licenses. This position offers a competitive salary range from $200,000 to $500,000 and comprehensive benefits including health insurance, retirement plans, and paid time off. #J-18808-Ljbffr Executive
$200k
The Investment Counselor Principal is a strategic professional who closely follows latest trends in their field and adapts them for application... ...by influencing technical approaches and strategies. Citi Private Bank’s objective is to further enhance its ability to build...PrivateLocal area$200k
...Private Bankers at Citi develop and deepen client relationships in... ...able to deliver quality Private Bank client relationships (solutions... ...in core product areas: investment management, capital markets, and... ...Private Banking having covered the UHNW market / Extensive experience...PrivateFull time$200k
Job Summary Private Bankers at Citi develop and deepen client relationships... ...high quality private banking services while protecting the... ...in core product areas: investment management, capital markets,... ...Private Banking covering the UHNW market, working with or leading...PrivateFull time- Hancock Whitney Corp. seeks a Private Banker 4 to coordinate wealth products for high net worth clients, spanning investments, risk management, and estate planning. In this role,... ...degree and significant experience in Private Banking or Wealth Management are crucial. The...Private
- ...a Senior Client Service Associate to join its Latin America Private Bank team in Houston, TX. The associate will be responsible for maintaining... ...in Portuguese and at least 3 years of experience in the investment management industry. The position offers a competitive salary...PrivateBank staff
- Latin America Private Bank- Client Service Associate (Spanish Speaking) Job Description As a Senior Client Service Associate within the... ...written and verbal) in Spanish 2+ years of experience in the investment management industry Preferred Qualifications, Capabilities,...PrivateWork at office
- J.P. Morgan is a global leader in asset and wealth management with assets under supervision... ...of $1.4 trillion. J.P. Morgan Private Bank has been helping the world’s wealthiest... ...wealth management disciplines, including investment management, wealth planning, philanthropy...PrivateLocal area
- ...place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering,... ...brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking...PrivateWork at office
- JOB FUNCTION / SUMMARY Private Banker 4’s coordinates the integrated delivery of wealth... ...services to high net worth clients for investments, borrowing & liability management, risk... ...on client needs and in accordance with bank policy, then packages and presents loan...PrivateLocal area
- ...legacy of providing unparalleled banking services. Who You Are As a... ...provide exceptional banking, investment, and insurance services to... ...banks by asset size and is a leader in banking customer satisfaction... ...- Stafford-Houston, TX U.S. Private Bank - Private Banker - Vice...PrivateFull timeMonday to Friday
- ...new standards for excellence in the U.S. Private Bank. As the Head of U.S. Private Bank... ...net-worth families across the U.S. This leader partners closely with local leadership... ...deposits, banking, brokerage, custody, investment management, fiduciary, mutual funds, credit...PrivateLocal area
- Fifth Third Bank is seeking a Wealth Planning expert in Houston, Texas, to serve high net worth clients with complex financial planning... ...customized wealth strategies and coordinating closely with the Private Bank team to enhance client experiences. The ideal candidate...PrivateBank staff
- Overview J.P. Morgan is a global leader in asset and wealth management with assets under... ...of $1.4 trillion. J.P. Morgan Private Bank has been helping the world’s wealthiest... ...wealth management disciplines, including investment management, wealth planning, philanthropy...PrivateLocal area
- ...strategic professional for the Banker SAFE Act role in Houston, Texas. This position requires extensive experience in Private Banking, particularly within the UHNW market, and the ability to build strong client relationships through a deep understanding of their needs. The...Private
- ...establish long‑term connections to the Citi Private Bank. Effectively manage client expectations... .... Help clients achieve broad financial/investment goals related to the creation and... ...experience in Private Banking having covered the UHNW market Extensive experience in working...Private
- Hancock Whitney is searching for a Private Banker 4 in Houston, Texas, to coordinate the delivery of wealth products and services to high... .... The ideal candidate will have 10 years of Private Banking experience and a strong background in client relationship management...Private
- Texas Capital Bank is seeking an experienced banking professional to manage client relationships and develop investment strategies in Houston, Texas. The ideal candidate will have a minimum... ...of 10 years in banking, preferably in private banking, and possess strong...Private
$200k
Citi is seeking a Private Banker in Houston, Texas, who will develop and deepen relationships with clients, creating tailored wealth management... ...in the financial services industry, specifically in private banking, and possess strong communication and analytical skills. This...PrivateFull time- ...Banking & Private Credit Associate | Houston | Am Law 10 Firm I'm working closely with an AmLaw 10 Firm seeking a Banking & Private... ...mix of borrowers, private equity sponsors, direct lenders, investment funds, and financial institutions across a broad range of industries...Private
- Texas Capital Bank in Houston is seeking a seasoned professional with a minimum of 10 years of banking experience, ideally in private banking. The successful candidate will manage ultra-high... ...relationships, deliver tailored investment strategies, and participate actively...Private
$200k
A global financial institution seeks an experienced Investment Counselor Principal to manage investment relationships with ultra-high net worth clients. The candidate will provide comprehensive investment advice and leverage existing client relationships to expand the...Private$200k
Citigroup Inc. is looking for a Private Banker in Houston, Texas. The role involves developing client relationships and delivering tailored... ...Candidates should have over 15 years of experience in Private Banking, solid knowledge of financial products, and strong...PrivateFull time- JPMorgan Chase & Co. is seeking an Investment Professional for their LATAM Mexico team within the International Private Bank in Houston, Texas. You will be responsible for executing brokerage trades, managing client relationships, and supporting investment activities. The...Private
$69.13k - $96.47k
Citi is seeking a professional in Houston, Texas, to develop client onboarding and account opening processes within its Banking, Credit, and Investments platform. The role demands analytical thinking, interpersonal skills, and adherence to regulatory guidelines. The...PrivateFull time- ...institution in the US is actively seeking a Private Banker responsible for advising families... ...client relationships, advising on investment and planning strategies, and generating... ...Candidates should have over six years in Private Banking or Financial Services, a Bachelor's...Private
- Citi is seeking a Private Banker located in Houston, Texas, to manage high-net-worth client relationships and provide sophisticated financial... .... This full-time role requires extensive experience in private banking and a strong commitment to client service. The successful...PrivateFull time
- ...innovative wealth management solutions. As an Advisor Trainee, you will engage in various facets of wealth management, including investments and banking while gaining practical experience through a structured training program. The position seeks enthusiastic candidates...PrivateTraineeshipSummer work
- Santander Private Banking International seeks a Private Banker to deliver superior service to affluent clients with over $4MM in assets.... ...relationships by partnering with specialists and providing tailored investment solutions. Successful candidates should have experience in...Private
- ...first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...understand wealth management including, but not limited to: investing, trust and financial planning Experience and proven...Private
$20 - $21 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over... ...real estate, entertainment and media, private equity and venture capital, and high-tech... ...management, deposits, wealth management investment products, international deposits/wires, and...Private
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